Finding Your Way Around Claimory

Claimory keeps the main navigation short on purpose. Once you know the three places things live (the rail, the header, and the user menu), nothing is more than a click or two away.

The left rail: your daily screens

On desktop, the narrow rail on the left holds the screens you touch every day, split into two groups.

The top header: search and your shop

Across the top you have your trial status on the left, and on the right an expanding search box, a notifications bell, and your workspace and user menu (the shop initial, shop name, and plan).

The user menu: everything else

Because the rail is short, the rest of the app lives under your avatar in the top right.

Global search (Cmd+K)

Press Cmd+K, or click the search box, to jump to any claim, task, or screen by typing. It is the fastest way to open a specific car when the shop is busy.

Creating things

There is no single global plus button. You create from the dashboard quick-actions bar (New Claim, Cash Job, Estimate, Task, Event, Payment) or the Create button on each list screen.

On your phone

The mobile app shows the same data with a bottom bar (Claims, Tasks, Home, Calendar, and More) and a More sheet that holds everything else. It is built mobile-first for use on the shop floor.

Common questions

Why are some menu items missing for me?

Workspace Settings, Command Center, Team, and Billing are limited to managers and admins. If you are a daily-user role you will not see them, by design.

Where is dark mode?

In the user menu under Appearance. Dark mode applies to the operator app. The customer-facing pages stay light.